1. What Happened?: Daelim Trading’s H1 2025 Performance Analysis

Daelim Trading recorded sales of KRW 30.5 billion, an operating loss of KRW 2.6 billion, and a net loss of KRW 4.3 billion in the first half of 2025. Compared to the same period last year, sales decreased, operating losses expanded, and net losses deepened, indicating serious management difficulties. In particular, the sharp decline in sales and substantial losses in the ‘Other’ segment suggest the possibility of business restructuring.

2. Why Did This Happen?: Analysis of the Causes of the Decline in Performance

Daelim Trading’s deteriorating performance is the result of a combination of internal and external factors. Internally, the decline in faucet prices in the building materials business, the continued burden of raw material costs and labor costs in the tableware segment, and poor performance in other businesses are the main causes. Externally, unfavorable market conditions such as the global economic slowdown, weakened consumer sentiment, high interest rates, and rising raw material prices negatively impacted performance.

3. So What Happens Next?: Future Outlook and Investment Strategy

The short-term outlook for Daelim Trading’s performance improvement is not bright. Continued losses, liquidity shortages, and increasing financial burdens could threaten the company’s survival. However, there is a possibility of overcoming the crisis through aggressive cost reduction, efforts to improve profitability, and the development of new growth engines. Investors should closely monitor the company’s self-rescue efforts and market conditions and make prudent investment decisions.

4. Investor Action Plan

  • Short-term investors: A cautious approach is necessary. Lack of rebound momentum and high risk. Confirmation of financial restructuring and performance improvement is essential.
  • Long-term investors: Monitor the company’s business restructuring and the securing of new growth engines. Consider the possibility of recovery from a long-term perspective.
  • All investors: Continuous monitoring of public disclosures and market conditions is essential. Investment should be made at your own discretion and responsibility.